Pmg Wealth Management, Inc. Ishares Core S&P 500 ETF Transaction History

Pmg Wealth Management, Inc.

  • $121 Billion
  • Q2 2025

A detailed history of Pmg Wealth Management, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Pmg Wealth Management, Inc. holds 4,839 shares of IVV stock, worth $3.08 Million. This represents 2.48% of its overall portfolio holdings.

Number of Shares
4,839
Previous 3,946 22.63%
Holding current value
$3.08 Million
Previous $2.22 Billion 35.51%
% of portfolio
2.48%
Previous 2.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
$498.8 - $620.9 $445,428 - $554,463
893 Added 22.63%
4,839 $3 Billion
Q1 2025

Apr 09, 2025
BUY
$554.06 - $615.85 $10,527 - $11,701
19 Added 0.48%
3,946 $2.22 Billion
Q4 2024

Feb 03, 2025
BUY
$570.51 - $610.59 $2.24 Million - $2.4 Million
3,927 New
3,927 $2.31 Billion

Others Institutions Holding IVV

# of Institutions
3,971
Shares Held
814M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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